Costello Asset Management, Inc J P Morgan Exchange Traded Fd Transaction History

Costello Asset Management, Inc

  • $151 Million
  • Q4 2024

A detailed history of Costello Asset Management, Inc transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Costello Asset Management, Inc holds 1,655 shares of JEPI stock, worth $97,926. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,655
Previous 5,182 68.06%
Holding current value
$97,926
Previous $308,000 69.16%
% of portfolio
0.06%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
SELL
$57.53 - $60.83 $202,908 - $214,547
-3,527 Reduced 68.06%
1,655 $95,000
Q3 2024

Nov 01, 2024
BUY
$54.98 - $59.51 $284,906 - $308,380
5,182 New
5,182 $308,000

Others Institutions Holding JEPI

# of Institutions
1,302
Shares Held
301M
Call Options Held
284K
Put Options Held
338K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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